| Serial Number | 86182962 |
| Word Mark | CONFLUENCE FINANCIAL PARTNERS |
| Filing Date | Monday, February 3, 2014 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Monday, October 21, 2019 |
| Registration Number | 4604944 |
| Registration Date | Tuesday, September 16, 2014 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 1, 2014 |
| Description of Mark | The mark consists of a two-tone light green and dark green knot with the wording "CONFLUENCE Financial Partners" to the right of the image in black. |
| Goods and Services | Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and investment of funds of others; financial planning and investment advisory services; financial retirement plan consulting services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, estate investment planning services and wealth management services |
| Indication of Colors claimed | The color(s) black, light green, and dark green is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL PARTNERS" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 13, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 1, 2013 |
| First Use In Commerce Date | Friday, November 1, 2013 |
| Party Name | Confluence Financial Partners, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Pittsburgh, PA 15222 |
| Party Name | Confluence Financial Partners, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Pittsburgh, PA 15222 |
| Party Name | Confluence Financial Partners, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Pittsburgh, PA 15222 |
| Event Date | Event Description |
| Tuesday, February 27, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 18, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, September 16, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, October 21, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, October 21, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, October 21, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 30, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, September 30, 2019 | TEAS SECTION 8 RECEIVED |
| Monday, September 16, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 16, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 1, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 1, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 11, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, May 23, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, May 22, 2014 | ASSIGNED TO LIE |
| Sunday, May 11, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 9, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 9, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, May 9, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Friday, May 9, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, May 8, 2014 | ASSIGNED TO EXAMINER |
| Friday, February 14, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 13, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 6, 2014 | NEW APPLICATION ENTERED |